Gregory A. Lally

Director/Board Member at

Trustees of Thayer Academy

Consumer Services

Finance

Commercial Services

Profile

Mr. Gregory A. Lally is Senior Vice President & Fixed Income Portfolio Manager at Appleton Partners, Inc. He is also municipal bond analyst of the firm.
He is directly responsible for the management of the Unified Managed Account product and assists in the management of the core bond strategies.
In his capacity as member of firm’s Fixed Income Investment Committee, he oversees various portfolio analysis and performance measurement activities within the firm.
Additionally, he plays a dynamic role in maintaining existing relationships with firm’s Institutional Consultant network, and developing new ones.
Prior to his role in the Fixed Income Department, he was an integral part of the Systems and Operations team of the firm.
He joined the firm in 1997.
He holds a B.A. in Economics from Boston College and a M.S.
in Investment Management from Boston University.

Gregory A. Lally active positions

Companies	Position	Start
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types.	Analyst-Fixed Income	01/01/1997
Trustees of Thayer Academy Trustees of Thayer Academy Miscellaneous Commercial ServicesCommercial Services Provides educational services	Director/Board Member	-

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Private companies	4
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types.	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Trustees of Thayer Academy Trustees of Thayer Academy Miscellaneous Commercial ServicesCommercial Services Provides educational services	Commercial Services